Independent Investors Inc 13F annual report
Independent Investors Inc is an investment fund managing more than $456 billion ran by Margaret Moloney. There are currently 67 companies in Mrs. Moloney’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $276 billion.
$456 billion Assets Under Management (AUM)
As of 9th July 2024, Independent Investors Inc’s top holding is 1,195,239 shares of Apple Inc currently worth over $252 billion and making up 55.2% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Independent Investors Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 54,628 shares of Microsoft worth $24.4 billion, whose value grew 16.3% in the past six months.
The third-largest holding is JPMorgan Chase & Co worth $11.5 billion and the next is Johnson & Johnson worth $10.5 billion, with 71,821 shares owned.
Currently, Independent Investors Inc's portfolio is worth at least $456 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Independent Investors Inc
The Independent Investors Inc office and employees reside in Nesconset, New York. According to the last 13-F report filed with the SEC, Margaret Moloney serves as the President at Independent Investors Inc.
Recent trades
In the most recent 13F filing, Independent Investors Inc revealed that it had opened a new position in
Ishares Msci India Etf and bought 4,500 shares worth $251 million.
The investment fund also strengthened its position in Exxon Mobil by buying
1,217 additional shares.
This makes their stake in Exxon Mobil total 61,953 shares worth $7.13 billion.
Exxon Mobil dropped approximately 0.1% in the past year.
On the other hand, there are companies that Independent Investors Inc is getting rid of from its portfolio.
Independent Investors Inc closed its position in CVS Health Corp on 16th July 2024.
It sold the previously owned 6,450 shares for $514 million.
Margaret Moloney also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $252 billion and 1,195,239 shares.
One of the average hedge funds
The two most similar investment funds to Independent Investors Inc are Beacon Capital Management and Sargent Investment. They manage $456 billion and $456 billion respectively.
Margaret Moloney investment strategy
Independent Investors Inc’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 56.7% of
the total portfolio value.
The fund focuses on investments in the United States as
70.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
69% of the total holdings value.
On the other hand, small-cap stocks make up only 6.0% of the portfolio.
The average market cap of the portfolio companies is close to $286 billion.
The complete list of Independent Investors Inc trades based on 13F SEC filings
These positions were updated on July 16th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
2.81%
1,195,239
|
$251,741,238,000 | 55.25% |
| Microsoft Corporation |
No change
54,628
|
$24,415,985,000 | 5.36% |
| JPMorgan Chase & Co. |
No change
56,934
|
$11,515,471,000 | 2.53% |
| Johnson & Johnson |
No change
71,821
|
$10,497,357,000 | 2.30% |
| AMGEN Inc. |
No change
30,155
|
$9,421,930,000 | 2.07% |
| Waters Corp. |
No change
31,867
|
$9,245,254,000 | 2.03% |
| Honeywell International Inc |
No change
42,325
|
$9,038,081,000 | 1.98% |
| Procter & Gamble Co. |
0.86%
54,742
|
$9,028,051,000 | 1.98% |
| Abbvie Inc |
No change
45,388
|
$7,784,950,000 | 1.71% |
| Exxon Mobil Corp. |
2.00%
61,953
|
$7,132,029,000 | 1.57% |
| Qualcomm, Inc. |
No change
34,500
|
$6,871,710,000 | 1.51% |
| Berkshire Hathaway Inc. |
No change
15,137
|
$6,157,732,000 | 1.35% |
| Boeing Co. |
0.42%
30,621
|
$5,573,328,000 | 1.22% |
| Emerson Electric Co. |
No change
49,000
|
$5,397,840,000 | 1.18% |
| Mcdonald's Corporation |
No change
18,445
|
$4,700,524,000 | 1.03% |
| Walt Disney Company |
No change
45,564
|
$4,524,050,000 | 0.99% |
| Nike, Inc. |
No change
60,000
|
$4,522,200,000 | 0.99% |
| Oracle Corp. |
No change
29,900
|
$4,221,880,000 | 0.93% |
| Norfolk Southern Corp. |
No change
17,600
|
$3,778,544,000 | 0.83% |
| Abbott Laboratories |
No change
36,050
|
$3,745,956,000 | 0.82% |
| Dover Corp. |
No change
20,600
|
$3,717,270,000 | 0.82% |
| United Parcel Service, Inc. |
No change
24,811
|
$3,395,385,000 | 0.75% |
| Pepsico, Inc. |
No change
19,963
|
$3,292,498,000 | 0.72% |
| American Express Co. |
No change
12,000
|
$2,778,600,000 | 0.61% |
| Colgate-Palmolive Co. |
No change
28,133
|
$2,730,026,000 | 0.60% |
| Union Pacific Corp. |
No change
11,640
|
$2,633,666,000 | 0.58% |
| Costco Wholesale Corp |
No change
2,890
|
$2,456,471,000 | 0.54% |
| Coca-Cola Co |
No change
36,225
|
$2,305,721,000 | 0.51% |
| L3Harris Technologies Inc |
No change
9,749
|
$2,189,430,000 | 0.48% |
| Home Depot, Inc. |
No change
6,002
|
$2,066,128,000 | 0.45% |
| Alphabet Inc |
No change
10,960
|
$2,010,283,000 | 0.44% |
| Novartis AG |
No change
17,900
|
$1,905,634,000 | 0.42% |
| Howard Hughes Holdings |
No change
29,012
|
$1,880,558,000 | 0.41% |
| Goldman Sachs Group, Inc. |
No change
3,640
|
$1,646,445,000 | 0.36% |
| Unitedhealth Group Inc |
9.18%
3,215
|
$1,637,271,000 | 0.36% |
| NVIDIA Corp |
900.00%
11,900
|
$1,470,126,000 | 0.32% |
| Alphabet Inc |
No change
7,820
|
$1,424,413,000 | 0.31% |
| Ishares Core S&p 500 Etf |
1.15%
2,143
|
$1,172,714,000 | 0.26% |
| Bristol-Myers Squibb Co. |
No change
26,938
|
$1,118,735,000 | 0.25% |
| Stryker Corp. |
No change
3,000
|
$1,020,750,000 | 0.22% |
| Bank of America Corporation |
No change
24,880
|
$989,478,000 | 0.22% |
| Chevron Corp. |
4.03%
6,190
|
$968,240,000 | 0.21% |
| Spdr S&p 500 Etf |
No change
1,755
|
$955,106,000 | 0.21% |
| United Rentals, Inc. |
No change
1,330
|
$860,151,000 | 0.19% |
| Lowe's Companies, Inc. |
No change
3,800
|
$837,748,000 | 0.18% |
| JPMorgan Equity Premium Income |
No change
14,420
|
$817,326,000 | 0.18% |
| Morgan Stanley |
No change
7,483
|
$727,273,000 | 0.16% |
| Alibaba Group Holding Ltd Ads |
No change
10,100
|
$727,200,000 | 0.16% |
| Kenvue Inc. |
No change
39,219
|
$713,001,000 | 0.16% |
| GE Aerospace |
0.12%
4,239
|
$673,874,000 | 0.15% |
| CVS Health Corp |
Closed
6,450
|
$514,452,000 | |
| Purecycle Technologies, Inc. |
No change
82,625
|
$489,140,000 | 0.11% |
| Kinder Morgan Inc |
No change
22,716
|
$451,367,000 | 0.10% |
| International Business Machines Corp. |
No change
2,350
|
$406,433,000 | 0.09% |
| Eaton Corporation plc |
No change
1,215
|
$380,963,000 | 0.08% |
| Pfizer Inc. |
No change
13,290
|
$371,854,000 | 0.08% |
| Crowdstrike Holdings Inc |
No change
950
|
$364,031,000 | 0.08% |
| Visa Inc |
No change
1,380
|
$362,209,000 | 0.08% |
| Merck & Co Inc |
No change
2,500
|
$309,500,000 | 0.07% |
| Cisco Systems, Inc. |
No change
5,500
|
$261,305,000 | 0.06% |
| Air Products And Chemicals, Inc. |
No change
996
|
$257,018,000 | 0.06% |
| Baxter International Inc. |
No change
7,635
|
$255,391,000 | 0.06% |
| Ishares Msci India Etf |
Opened
4,500
|
$251,010,000 | 0.06% |
| Ishares S&p Mid-cap 400 Growth Etf |
No change
2,800
|
$246,708,000 | 0.05% |
| Schlumberger Limited |
No change
5,223
|
$246,421,000 | 0.05% |
| Element Solutions Inc |
No change
8,575
|
$232,554,000 | 0.05% |
| Mondelez International, Inc. Class A |
No change
3,300
|
$215,952,000 | 0.05% |
| Metaverse Roundhill Ball Etf |
No change
10,000
|
$130,500,000 | 0.03% |
| No transactions found | |||
| Showing first 500 out of 68 holdings | |||
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